InFORMation

Awards

2018 Forbes Best-In-State Wealth Advisors(March 1, 2018) – Tyson J Ray, Founding Partner and CERTIFIED FINANCIAL PLANNER™ of FORM Wealth Advisors, 431 Geneva National Ave S, Lake Geneva, has been named to Forbes 2018 list of Best-In-State Wealth Advisors. This list spotlights over 2,000 top-performing advisors from across the country who were nominated by their firms and then researched, interviewed and assigned a ranking within their states. Out of 21,138 advisors nominated by their firms, 2,213 received the award, 39 were from the state of Wisconsin, and Tyson Ray is the only wealth advisor from Walworth, Rock and Kenosha counties to be included. Neither Forbes nor SHOOK receive a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award.

2015 -2018 Raymond James Chairman’s Council(October 16, 2017) - Tyson J Ray, Founding Partner and CERTIFIED FINANCIAL PLANNER™ of FORM Wealth, 431 Geneva National Ave S, Lake Geneva, was recently named a member of the 2018 Chairman’s Council. Chairman’s Council honors are presented only to those financial advisors who have demonstrated an unparalleled commitment to personal service and professional integrity. Members of the Chairman’s Council represent the top echelon of the firm’s financial advisors, which is a privilege limited to a select few.

2015 Badger High School Wall of Successform-wealth-awards-badger-wall-of-success (September 25, 2015) Tyson Ray was named to the Badger High School Wall of Success in recognition of his personal achievements and for his efforts to help others. At a young age, Ray became a vice president of A.G. Edwards, the fifth largest financial firm in the U.S. In 2005, he established the FORM Wealth Management Group. Ray is also recognized for his philanthropic giving. He created the Ray Foundation which donated funds toward the adoption of inner city Chicago orphans. He funded humanitarian work in a handicapped orphanage in Turkey and raised $100,000 for the Agape House for teenage girls in Walworth. In addition, his foundation has funded medical care for 100 orphans at the House of Hope in Haiti and continued their medical care. In 2011 the Ray Foundation became Children’s World Impact, raising funds to build a school in Haiti, helping to build playgrounds and training teachers. The charity also bags meals for areas struck by famine and for the hungry in Haiti, Africa and even here in Walworth County. The “Wall of Success” program honors outstanding graduates of Badger High school, as well as Genoa City High School and Lake Geneva High School. By honoring distinguished graduates, they seek to identify and honor models of success for student to admire and emulate. The program demonstrates to students the relationship between the education they receive at Badger High School and success in life.

2014 Top 40 under 40 Independent Financial Advisors in the USform-wealth-awards-2015-01-rep-top-50-nextgen-advisors Tyson was named to REP. Magazine’s 2015 list of the Top 50 NextGen Independent Advisors under the age of 40 in the United States.3 This award is given annually to acknowledge the top 40 financial advisors under the age of 40 ranked by assets under management. This exceptional achievement is testament to the hard work carried out by dedicated Advisors over the past year.

2014 Invest In Others Charitable Foundation - Global Community Impact Awardform-wealth-awards-invest-in-others (October 9, 2014) Tyson Jon Ray, founding partner of FORM Wealth, won the 2014 Invest in Others Global Community Impact Award, one of five categories of awards presented on September 18 at the eighth annual Invest in Others Community Leadership Awards dinner in New York City. Mr. Ray earned the honor for his work with Children’s World Impact, which will receive a $20,000 donation from the Invest in Others Charitable Foundation. Hundreds of nominations for the Community Leadership Awards are received each year and reviewed by a diverse panel of leaders in the financial services industry. Nominees were evaluated based on their level of involvement in an organization, personal contributions, and the impact of their efforts. “The Invest in Others Community Leadership Awards showcases the selfless efforts of financial advisors to improve communities in the U.S. and abroad. Tyson Ray has made a lasting impact on the lives of those in need in Haiti and Ghana through Children’s World Impact,” said Megan McAuley, Executive Director of Invest in Others.

2014 Wealth Advisors with a Heartform-wealth-rep-advisor-w-heart (September 30, 2014) WealthManagement.com and Rep. magazine has awarded Tyson Ray the 2014 Advisor with a Heart award for Sustainable Charity for his ongoing work with Children’s World Impact. Each year REP. honors 10 veteran financial advisors who exemplify the highest standards of professionalism and are active in charitable giving and mentoring. The nominations are evaluated based on the level and depth of commitment of the advisor to altruistic activities outside of his or her practice. A major factor is the advisor’s willingness to commit his time, abilities and passion to a cause—as opposed to merely writing a check. An advisor must demonstrate success in the operation of his or her practice, but that is not the basis for the award. WealthManagement.com editors and writers choose the winners; there are no spreadsheet calculations.

2012 Milwaukee’s Premier Wealth Advisorsform-wealth-award-2012-nabcap-premier-advisor(November 2, 2012) Tyson Ray, Managing Director – Investments of FORM Wealth Management Group was named one of Milwaukee’s Premier Wealth Advisors for 2012 by the National Association of Board Certified Advisory Practices (NABCAP).6 NABCAP’s 2012 Premier Advisor evaluation and ranking program is an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list.

2009 & 2010 BARRON’s Top Advisors in United Statesform-wealth-awards-barrons Tyson Jon Ray, Managing Director – Investments for the FORM Wealth Management Group, was named one of Barron’s Top 1000 Advisors in 2009 and 2010. The popular Dow Jones Business and Financial Weekly publication, Barron’s, publishes a list of top advisors in the country. Tyson Ray, one of the 1,000 advisors listed, represents just over 1% of all advisors who work for large financial firms. The rankings are based on data provided by the nation’s most productive advisors. Factors considered: assets under management, revenues, regulatory record, quality of practice and philanthropic work.

The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Tyson Ray and Luke Kuchenberg and not necessarily those of Raymond James, and areas of this date and subject to change without notice. There is no guarantee these trends will continue. Past performance may not be indicative of future results. You should discuss any tax or legal matters with the appropriate professional.

Community

FORM Wealth Advisors strives to make a difference in the lives of people locally and globally. We believe impacting the community through a variety of activities will help to change the world for the better. We are proud to support the following community works in 2016:

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